Part 1: Create an account


Step 1: Go to Admin



Step 2: Click on 'Create account'



Step 3: Complete the account details, select the role for the user and click on the button 'Create account'



The account is created. For more information on the role, feature and visibility permissions: see part 2 below. 


Part 2: Edit permissions


Step 4: Edit the roles by clicking on 'Roles' under Accounts



Step 5: Create a role or edit an existing role by clicking on the name of role



Step 6: Edit permissions and visibility for the role and click 'Save Changes' at the bottom of the page




Step 6: Via Admin, select the account and assign the role to the user. If you create a new account, you can immediately assign the role to the user (see Part 1 above)